13F Insight
DOSSIER · 13F-HR · Q2 2026

Wealth Quarterback LLC

$324M in tracked AUM across 172 positions as of Q2 2026.

WQ
CIK 0001803386 · last filed Jun 30, 2026
Total AUM
$324M
as of Q2 2026
Holdings
172
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Wealth Quarterback LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$48M64K14.9%02
IAU
ISHARES GOLD TR
$19M251K5.8%03
SMH
VANECK ETF TRUST
$19M28K5.8%04
QQQ
INVESCO QQQ TR
$17M23K5.2%05
QUAL
ISHARES TR
$17M76K5.1%06
AAPL
APPLE INC
$10M35K3.1%07
XOVR
ENTREPRENEURSHARES SERIES TR
$8M402K2.6%08
FBCG
FIDELITY COVINGTON TRUST
$8M136K2.6%09
DVY
ISHARES TR
$8M50K2.4%10
DYNF
BLACKROCK ETF TRUST
$7M109K2.3%

Filing history

2026Q2Jun 30
$324M▲ 27.5%
172 positionsView →2026Q1Mar 31
$254M▼ 8.6%
163 positionsView →2025Q4Dec 31
$278M▲ 7.4%
151 positionsView →2025Q3Sep 30
$259M▲ 22.6%
155 positionsView →2025Q2Jun 30
$211M▲ 18.7%
138 positionsLocked2025Q1Mar 31
$178M▼ 16.6%
124 positionsLocked2024Q4Dec 31
$213M▲ 10.8%
119 positionsLocked2024Q3Sep 30
$192M▲ 8.9%
130 positionsLocked2024Q2Jun 30
$176M▼ 1.5%
124 positionsLocked2024Q1Mar 31
$179M▲ 9.3%
119 positionsLocked2023Q4Dec 31
$164M▲ 41.7%
117 positionsLocked2023Q3Sep 30
$116M▼ 19.9%
111 positionsLocked
Showing 12 of 24